Re: [新聞] Monthly Leveraged Index Mutual Funds

看板Fund (基金板)作者amibroker (amibroker)時間16年前 (2009/09/23 06:32)推噓0(0推 0噓 0→)

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※ 引述《amibroker (amibroker)》之銘言： : 1.原文連結： : http://www.direxionfunds.com/monthlyfunds : 2.內容： : Monthly Leveraged Index Mutual Funds : Introducing the Next Evolution of Leveraged Index Mutual Funds : On Wednesday, September 30th, 2009, the investment objectives for all : Direxion Leveraged Index Funds will change. : All Direxion Leveraged Index Funds will modify their investment objectives, : from seeking daily investment results to seeking monthly investment results. : In addition, all funds which previously sought to achieve 250% or -250% of : the performance of their index on a daily basis will now seek to achieve 200% : or -200% of the performance of their index on a monthly basis. : 3.心得/評論： : 從 9/30 日開始，Direxion 所有的 ETF 全部改變 : 投資策略，由每日 200%, 300% 的投資目標，更動 : 為每月 200%, 300% 的投資目標。 : 很好奇，長期投資的效果如何。寫信詢問的結果，Direxion 的更改目標是他們所發行的 2.5x 槓桿型「共同基金」。目前的 3X 「ETF」仍維持每日 200% / 300% 的作法。供各位參考。以下是他們所回覆的信件。 Direxion 的共同基金可以在 Firstrade 買到。 =========================================================== Good Afternoon, Thank you for your inquiry regarding our ETF’s. Direxionshares are meant to be utilized by sophisticated investors actively managing their portfolios. They are not recommended for investors that seek returns through a buy and hold, or long only strategy. We highly suggest that investors seek the guidance of an experienced financial advisor that is familiar with the risks associated with these funds. Please refer to pages 5 and 6 of the funds prospectus for principal risks. All Direxion Leveraged Index Mutual Funds not ETFs will be changing to 2x and rebalanced on a monthly basis. To research our mutual fund offerings please use the www.direxionfunds.com website. Direxion Shares should be utilized only by sophisticated investors who: (a) Understand the risks associated with the use of leverage, (b) Understand the consequences of seeking daily leveraged investment results and (c) Who intend to actively monitor and manage their investments. Our goal is to help our clients realize positive returns with our funds. We encourage you to use the funds wisely. For more information on leveraged ETFs, please go to our website, www.direxionshares.com. Thank you for your support. David S. Root ================================================================ -- ※ 發信站: 批踢踢實業坊(ptt.cc) ◆ From: 59.113.131.168 ※ 編輯: amibroker 來自: 59.113.131.168 (09/23 06:32)